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Lisa Marie Kittner

Morgan Stanley

Annapolis, MD

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-11-30
MD RA APPROVED 2011-08-05
PA RA APPROVED 2010-08-03
DC RA APPROVED 2009-06-01
VA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2017-11-30
  • MD RA
    APPROVED
    Since 2011-08-05
  • PA RA
    APPROVED
    Since 2010-08-03
  • DC RA
    APPROVED
    Since 2009-06-01
  • VA RA
    APPROVED
    Since 2009-06-01

Branch Locations

410 Severn Avenue Suite 211, Annapolis, MD 21403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
Morgan Stanley Annapolis MD 06/2011 Present
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2011 → Present
    Morgan Stanley
    Annapolis, MD
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Lancaster, PA
  • 1998-02-24 → 2007-04-02
    Morgan Stanley Dw Inc.
    Lancaster, PA
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-12
S65 Uniform Investment Adviser Law Examination 1994-07-12
  • S63 Uniform Securities Agent State Law Examination
    1994-07-12
  • S65 Uniform Investment Adviser Law Examination
    1994-07-12

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
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